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Invesco S&P 500 BuyWrite ETF

53 hedge funds and large institutions have $91.9M invested in Invesco S&P 500 BuyWrite ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $80.5M → $91.9M (+$11.4M)

3.66% more ownership

Funds ownership: 61.01%64.68% (+3.7%)

5% less funds holding

Funds holding: 5653 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
19
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$449K -$23.5K -1,089 -5%
OMC
27
Old Mission Capital
Illinois
$375K +$370K +17,138 New
AAP
28
Arax Advisory Partners
Colorado
$340K +$9.84K +456 +3%
MHS
29
M Holdings Securities
Oregon
$327K +$323K +14,950 New
Corient Private Wealth
30
Corient Private Wealth
Florida
$315K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$309K -$9.61K -445 -3%
DAS
32
Dynamic Advisor Solutions
Arizona
$281K +$76.7K +3,552 +38%
LFAS
33
Level Four Advisory Services
Texas
$264K -$23.6K -1,093 -8%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$219K +$669 +31 +0.3%
OIA
35
OneDigital Investment Advisors
Kansas
$202K +$199K +9,240 New
CAL
36
Capital Advisors Ltd
Ohio
$164K +$453 +21 +0.3%
PWA
37
Provenance Wealth Advisors
Florida
$153K -$198K -9,167 -57%
MWM
38
MGB Wealth Management
Texas
$131K
PCA
39
Providence Capital Advisors
North Carolina
$76.5K +$75.6K +3,500 New
AF
40
Advisornet Financial
Minnesota
$59.4K
PWA
41
Physician Wealth Advisors
Utah
$29K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$20.3K +$18.7K +868 +1,400%
JP Morgan Chase
43
JP Morgan Chase
New York
$19.7K -$496 -23 -2%
RL
44
Rogco LP
Oklahoma
$18.2K
AIP
45
Ameritas Investment Partners
Nebraska
$17.3K
HI
46
Harbour Investments
Wisconsin
$13K
SAM
47
Smartleaf Asset Management
Massachusetts
$10.8K +$7.14K +331 +206%
SIC
48
Salem Investment Counselors
North Carolina
$9.29K +$2.16K +100 +31%
SPIA
49
Steward Partners Investment Advisory
New York
$7.54K +$7.45K +345 New
William Blair & Company
50
William Blair & Company
Illinois
$2.36K

PBP Hedge Fund Activity: Q2 2025 in Review

53 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 BuyWrite ETF (PBP) for Q2 2025, worth a combined $91.9M — up 14% from $80.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBP and 7 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 19 added.

The largest buyer was United Community Bank, adding an estimated $10.7M. The largest seller was Osaic Holdings, cutting an estimated $4.81M.

  • 53 institutional investors held Invesco S&P 500 BuyWrite ETF (PBP) as of Q2 2025, down from 56 in Q1 2025.
  • Funds reported $91.9M of Invesco S&P 500 BuyWrite ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 7 funds opened new Invesco S&P 500 BuyWrite ETF positions in Q2 2025 and 10 closed out, a net change of -3 holders.
  • The largest Invesco S&P 500 BuyWrite ETF buyer in Q2 2025 was United Community Bank, an estimated $10.7M added.
  • The largest Invesco S&P 500 BuyWrite ETF seller in Q2 2025 was Osaic Holdings, an estimated $4.81M sold.

Based on aggregated 13F filings for Q2 2025.